Join us for an insightful event as Jim Jackson, from Victory Income Investors, offers a comprehensive analysis of market and economic landscapes.  Throughout the discussion, He will delve into essential topics including a quarterly assessment of fixed-income performance, forward-looking sector perspectives in light of shifting monetary policies, and a detailed exploration of credit exposure within portfolios.

Explore the significance of economic forecasting in effective portfolio management: Is it a dependable strategy?

• Uncover the intricacies of credit risk: What does it entail, and how do investors reap rewards for assuming such risks?

• Discover the advantages of maintaining adaptable allocations to credit within a fixed income portfolio, and how it can enhance your investment approach.

• Don't miss this opportunity to gain valuable insights and refine your investment strategies. Join us for an enriching discussion that promises to deepen your understanding of the financial landscape.

Attendees will earn 1 CFP® CE Credit.

Jim Jackson, CFA

Co-Chief Investment Officer and Head of Fixed Income Portfolio Management

Jim Jackson of Victory Income Investors (formerly known as USAA Investments, a Victory Capital Investment Franchise) was acquired by Victory Capital in July 2019. 

Before joining Victory Capital, Mr. Jackson was a co-manager of the USAA Life Insurance portfolios. Mr. Jackson joined USAA in 2009. Previous experience includes roles with Hartford Investment Management Company (HIMCO), Barings, and Cigna Investment Management. 

Jim served in the United States Marine Corps,  holds a B.S. in economics from the United States Naval Academy, and earned an MBA from the Ross School of Business at the University of Michigan.

Tickets

$0.00 COFPA Members

$0.00 FPA Members and Nonmembers